ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

RIASEC RegisteredEst. 2021
Total AUM
$533M
Discretionary
$478M
90% of AUM
Avg account
$1M
Accounts
515
Employees
6
Advisory reps
5

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
316736
Registered since
November 8, 2021
Website
www.argonauticapwm.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.81%
  • Corporations / Businesses16.69%
  • Individuals3.83%
  • Charitable Organizations1.67%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Argonautica Private Wealth Management, Inc. is an independent, SEC‑registered RIA organized as a corporation and owned by an individual. The firm acts as a capital allocator, working with both individual/family and institutional clients. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm also operates as an insurance broker and charges clients using a mix of percentage‑of‑AUM and fixed fee arrangements. Argonautica does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 12%, State & Local Bonds 10%, US Government Bonds 4%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%, Other 1%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds12%
  • State & Local Bonds10%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3

  • MICHAEL MCINTOSH

    Deputy Chief Investment OfficerCRD 5568022

  • FRANK RAMBUSCH

    Managing Principal, Chief Investment OfficerCRD 2397090

  • MARY LECCA

    Chief Compliance OfficerCRD 5014179

Contacts

2 of 2

  • THEODORE YORK

    Managing Principal, Portfolio ManagerCRD 2655192

  • GARY RAYMOND

    Vice President, Operations ManagerCRD 4077542

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$20.4M in ETFs

Passive

96%

$19.5M

Active

4%

$876K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$2.6M29,08512.92%
Unlock additional holdings →

Location

Primary office

WELLESLEY, MA

NORFOLK

Location

WELLESLEY, MA

Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
57 River St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth